Associates of Oaks Wealth Partners of Raymond James are committed to providing the finest advice and service that is available in our industry. We also pledge to uphold high standards of professionalism and ethics in the way we do business, and will always strive to enhance the quality of life for our clients, colleagues and the members of our community.
At Oaks Wealth Partners of Raymond James, we serve our clients through relationships built on trust, loyalty and service. Our team works together, complementing one another's skills and creating a unified approach to serving you. When planning your financial future, many details regarding your money and your life's goals must be addressed. With so much at stake, why not look to a CERTIFIED FINANCIAL PLANNER™ professional who is held to the highest ethical and professional standards in the industry? One who you can be confident has the education and experience to assist you with your complex financial needs and offer you sound, unbiased advice as you best plan for the future?
As a part of Raymond James, we have access to a full array of investment alternatives, award-winning market research and institutional asset managers. These resources, combined with our team's breadth of experience, enable us to address even the most complex personal and institutional wealth management scenarios.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
